CRM for Heavy Equipment Dealers

crmSeries is a Customer Relationship Management, CRM, hosted software application with a focus on the heavy equipment industry. crmSeries was specifically designed for the heavy equipment industry which greatly reduces your startup time and cost. crmSeries also uses common industry terms that your employees understand which quickly increases their knowledge of your customer’s equipment requirements. These are just a few of the many benefits of implementing crmSeries within your dealership.

Equipment Sales Reps

Powerful equipment quoting tools with opportunity management dashboards along with other functions you would expect, such as call reporting and lead management.

Product Support Reps

Great tool for estimating undercarriage component wear dates, major component life dates, and GET profiling. Activity planning is simplified using map routing.

Management

Management reports and dashboards for analysis of opportunities based on status, branches, and estimated projection dates.

crmSeries Modules

  • Sales Quoting
  • Parts & Service Quoting
  • Machine Inspections
  • DealTracker
  • Inventory Request (Rental Tracking)
  • Field Service (PM Tracking)